+341.8%
PBF vs VOO
+325.3%
+16.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.4% |
| 7D | +5.3% | -0.8% | +6.1% | +6.5% |
| 30D | +11.7% | -1.1% | +12.8% | +13.4% |
| 3M | +91.1% | +3.9% | +87.2% | +79.8% |
| 6M | +88.4% | +13.6% | +74.8% | +50.9% |
| YTD | +194.1% | +12.7% | +181.3% | +137.5% |
| 1Y | +180.4% | +17.6% | +162.8% | +112.0% |
| 3Y | +59.3% | +77.3% | -18.0% | -37.5% |
| 5Y | +816.3% | +84.1% | +732.1% | +223.2% |
| All | +341.8% | +325.3% | +16.5% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling